See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS9 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $133,440 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $641,295 | $122,239+424.6% | $184,203+248.1% | $74,495+760.9% |
| Participation rate | 97.9% | 85.5%+12.4pp | 86.8%+11.1pp | 67.2%+30.7pp |
| Annual return | 12.39% | 19.95%-7.6pp | 28.81%-16.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $17,745 | $4,537+291.1% | $6,427+176.1% | $2,623+576.5% |
| Participant deferral / active EE | $20,563 | $7,139+188.1% | $9,131+125.2% | $4,346+373.2% |
| Admin fee / account holder | $514 | $1,260-59.2% | $13,901-96.3% | $1,942-73.5% |